Power coaching and training programs that actually move the needle.
Manage workshops, certifications, and ongoing training with clean data, clear attendance, and measurable outcomes from your CRM.
Coaching and training events are designed to build skills, drive adoption, and create long-term value
Whether that’s onboarding customers, enabling partners, or upskilling internal teams, training only works when progress builds over time. When attendance, progress, and follow-up live across spreadsheets, calendars, and one-off tools, it becomes difficult to see what’s working — or who needs support.
hapily brings structure to training programs by keeping registration, attendance, engagement, and outcomes inside your CRM. Every session builds on the last, giving teams clear visibility into participation, progress, and impact.
Run Training as a Program
Keep sessions, cohorts, and participant history connected so training doesn’t reset every time you meet.
Track Real Participation
See who actually attended, completed sessions, and stayed engaged — not just who signed up.
Improve Programs Over Time
Connect training activity to adoption, retention, or revenue so programs are easier to improve and justify.
Make HubSpot Your Home For Coaching and Training Programs.
Where every workshop, course, and program helps people succeed and turns learning into insight that strengthens what you run next.
Workshops & Hands-On Training
Workshops work best when they stay focused and interactive. Once sessions get too big or attendance tracking is loose, it becomes hard to tell who actually participated and what landed.
Where hapily helps:
Manage registration and capacity so sessions stay small, focused, and hands-on instead of overcrowded
Track who actually attended, not just who signed up, so trainers know who completed the session
Capture post-session feedback to understand what resonated and where learners need more support
Share agendas, materials, and follow-up resources directly from the event so learning doesn’t stop when the session ends
Certification Programs
Certification programs usually span multiple sessions, which is where things tend to break down. Attendance gets fragmented, progress is tracked manually, and completion status becomes unclear.
Where hapily helps:
Manage required sessions and attendance in one place so progress doesn’t get lost between dates
Track completion status per participant so teams can clearly see who’s certified and who isn’t
Report on certification participation and outcomes to improve future programs and prove value
Distribute required materials, study guides, and post-session resources tied to each session or cohort
Customer Onboarding Sessions
Onboarding sessions are meant to set the tone for the customer relationship. When attendance is inconsistent or context is missing, it is harder to spot who needs extra guidance early.
Where hapily helps:
Invite customers to the right sessions based on lifecycle stage so training feels relevant from day one
Surface key context at check-in so trainers know who’s new, returning, or struggling
Track onboarding participation alongside account data to identify risks or expansion opportunities
Automatically send recordings, next steps, and onboarding resources based on attendance
Partner Enablement & Training
Partner training is about consistency. Without a clear view into who attended and what resonated, enablement efforts are hard to scale and even harder to measure.
Where hapily helps:
Manage registrations and attendance across partner cohorts so enablement teams see who’s actually engaged
Capture partner feedback to understand where training needs to go deeper or change
Report on partner participation to connect training efforts to partner success and outcomes
Bootcamps & Multi-Day Programs
Bootcamps build momentum over time, but participation often drops between sessions and that trend is easy to miss without clean tracking.
Where hapily helps:
Track attendance at each session so teams can see where engagement dips
Provide session-to-session context so instructors know who has attended previously and who is new
Analyze engagement across the full program to improve future cohorts
Internal Coaching & Team Training
Internal training often happens frequently and quietly, which makes it easy to lose visibility into who has completed what.
Where hapily helps:
Track registrations and attendance so managers know which team members completed required sessions
Collect feedback to understand where training is effective or needs refinement
Report on participation and completion trends across teams to guide future coaching plans
Centralize agendas, training materials, and post-session resources so nothing lives only in inboxes or folders
![[ON-DEMAND WEBINAR] The ELG Advantage: Using Partner Data to Supercharge Your Event Strategy with Crossbeam, HubSpot, and hapily](https://hapily.com/hubfs/24-4.png)
